C.M. Bidwell & Associates’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

C.M. Bidwell & Associates’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,615	Closed	-$93K	–	462
2019 Q1	$93K	Hold	3,615	–	–	0.09%	184
2018 Q4	$86K	Hold	3,615	–	–	0.09%	190
2018 Q3	$100K	Buy	3,615 +1,790	+98%	+$50.1K	0.09%	187
2018 Q2	$49K	Hold	1,825	–	–	0.05%	249
2018 Q1	$50K	Hold	1,825	–	–	0.05%	240
2017 Q4	$51K	Buy	+1,825	New	+$49.1K	0.04%	245
2016 Q4	–	Sell	-1,070	Closed	-$21K	–	318
2016 Q3	$21K	Buy	+1,070	New	+$22.1K	0.01%	230

Other funds holding XLF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

C.M. Bidwell & Associates's XLF Position: Q2 2019 in Review

C.M. Bidwell & Associates sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q2 2019, closing a stake of 3,615 shares — an estimated $93K sold.

C.M. Bidwell & Associates first reported a position in XLF in Q3 2016 and held it in 7 quarters. The position peaked at $100K in Q3 2018. 977 funds tracked by Wall St. Rank hold XLF as of Q2 2019.

C.M. Bidwell & Associates reported no remaining State Street Financial Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
C.M. Bidwell & Associates sold 3,615 State Street Financial Select Sector SPDR ETF shares in Q2 2019, an estimated $93K.
C.M. Bidwell & Associates first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2016 and held it in 7 quarters.
C.M. Bidwell & Associates's State Street Financial Select Sector SPDR ETF position peaked at $100K in Q3 2018.
977 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2019.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2019, filed 7 Aug 2019.